Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $294 Million
  • Q1 2025

Courage Miller Partners, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $39.9M, Schwab Strategic Tr Intl Eqty with a value of $26.3M, Ihares Core 1 5 Years Usd Bond with a value of $25.2M, Ishares Trust Ishares 1 5 Year with a value of $21M, and Schwab Short Term Us Treasury with a value of $18.4M.

Examining the 13F form we can see an increase of $3.07M in the current position value, from $291M to 294M.

Below you can find more details about Courage Miller Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $283 Million
Technology: $2.48 Million
Financial Services: $2.24 Million
Consumer Cyclical: $1.78 Million
Energy: $1.25 Million
Industrials: $1.23 Million
Communication Services: $1.22 Million
Consumer Defensive: $1.1 Million
Other: $484,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$1.23 Million 0.42% of portfolio
5,188
Q3 2023 Reduced 19.79%
$173B
$302,000 0.1% of portfolio
595
Q1 2023 New
$183B
$216,000 0.07% of portfolio
438
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $294 Million
  • Prior Value $291 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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